Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| B RILEY WEALTH ADVISORS INC | 03-15-2024 | 12-31-2023 | 1386 | 3,714,157,530 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PARAMOUNT GLOBAL | CLASS B COM | 2101 | $180,976 | 12,200 | 0.00 | 0.00 | -116,037 | -90.49 | 12-31-2023 |
| RE MAX HLDGS INC | CL A | 2102 | $178,875 | 13,419 | 0.00 | 13,419 | +Inf | 12-31-2023 | |
| NUVEEN SELECT TAX-FREE INCOM | SH BEN INT | 2103 | $176,247 | 11,925 | 0.00 | 0.00 | -2,087 | -14.89 | 12-31-2023 |
| BNY MELLON MUN BD INFRASTRUC | COM SHS | 2104 | $175,366 | 16,960 | 0.00 | 16,960 | +Inf | 12-31-2023 |
